Boards
Run a Drip Campaign and Update it in Boards
Last Updated: June 1, 2026Step 1: Create a Workflow Step 2: Create CRM Trigger Now, whenever that super field (lead stage) is updated, the workflow will trigger automatically. Step 3: Capture & Test Data Step 4: Create Stage-Based Filters Add a Router and create filters for each stage: Make sure the stage name matches exactly (case-sensitive) with the board...
Create and Manage Cards
Last Updated: June 1, 2026A Card represents a single lead, task, or deal inside your CRM board. It moves across different stages like New → Scheduled Visit → Visit Done → Won. Step 1: Create a Card Layout You can customize button size, color, and card design. Step 2: Add Filters (Optional) Step 3: Add Contact to Board Step...
Creating a Board
Last Updated: June 1, 2026A CRM Board helps you manage and track leads through different stages of your process. Steps to Create a Board Once added, your board is ready. Start moving leads between columns as they progress.